Anamaria Lloyd is a ChFC-designated registered investment advisor at A.T. Lloyd's, INC, based in Seattle, WA, with 20 years of industry experience. Anamaria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 410 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | Included |
| $10K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000. Variable annuity accounts have a lower fee of 0.80% for accounts between $10,001 and $1,000,000.
Fee Estimator
Location
348 W. Olympic Place #103, Seattle, WA, 98119
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anamaria is affiliated with AT Lloyds Inc as an RIA since 2008. She is also an insurance agent with Principal Life Insurance Company since 1982, selling fixed life insurance and annuity contracts, dedicating a few hours per week.
Employment History
Current Registrations
A.T. Lloyd's, INC
Previous Registrations
Princor Financial Services Corporation
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.